Smartstaff, administrator
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Notice the '''Version''' field added next to the '''Field Class''' field. The '''Version''' field contains the name of the version of the application or form that you are currently editing. It is this field that allows you to switch between the different concurrent versions that are available. Here is where you will switch between the "Baseline" application version, the current application version, and the new application you are building and testing.
Deleting fields from versions that are not the baseline, will only remove those fields from the specific version you are editing and not other versions.
==Viewing changes to the Application/Form== The changes that have been made to a version view can be viewed by opening the application or form and selecting the appropriate form document. :1. Navigate to the desired UTA:2. Open the desired application / form :3. From the Version dropdown option, select the version you with to view. [[Image:Viewing_changes_to_version.png|link:|800px]] :4. Click '''Set''' :'''Note:''' Toggling between different versions from this page will allow you to easily flip between the existing form and your modified version. ==Creating a new field===
Best practice for creating new fields are to add them to the baseline version first. This makes the new field available to all versions once an update snapshot is taken.
===Adding all new field to existing Version===
Add all new field that has been added to the baseline to an existing version by updating the Versions snapshot.
==Activating a new Version== :1. Navigate Add / update individual fields to the desired UTA:2. Click on the UTA Settings icon:3. Click on the appropriate Level 1, 2, or 3:4. Under the UTA Properties section, locate the '''Current Older Version''' field.:5. From the dropdown options select the version you wish to make active.:6. Click on the '''Activate''' button.:7. Click '''Save'''. :'''Note:''' Once an application or form is made active all new submissions will be completed and associated with the current version. Past submissions will retain their original version information. ==Copy to Older Version==
Sometimes a user may wish to apply a new custom field to an older version, or to apply changes made in single field, without taking a snapshot that would apply unwanted updates in other fields to the old version.
[[Image:CopyToOldVersion4.png|700px]]
==Viewing changes to the Application/Form== The changes that have been made to a version view can be viewed by opening the application or form and selecting the appropriate form document. :1. Navigate to the desired UTA:2. Open the desired application / form :3. From the Version dropdown option, select the version you with to view. [[Image:Viewing_changes_to_version.png|link:|800px]] :4. Click '''Set''' :'''Note:''' Toggling between different versions from this page will allow you to easily flip between the existing form and your modified version. ==Activating a new Version== :1. Navigate to the desired UTA:2. Click on the UTA Settings icon:3. Click on the appropriate Level 1, 2, or 3:4. Under the UTA Properties section, locate the '''Current Version''' field.:5. From the dropdown options select the version you wish to make active.:6. Click on the '''Activate''' button.:7. Click '''Save'''. :'''Note:''' Once an application or form is made active all new submissions will be completed and associated with the current version. Past submissions will retain their original version information. ==Batch updating records to Versions==
To update many different applications and forms to a new version, first start by creating the new version, then use the batch update feature to update as many applications and forms as desired.